See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,378 | $73,515+1.2% | $62,995+18.1% | $147,584-49.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.03% | 175.43%-163.4pp | 87.57%-75.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $8,172 | $3,320+146.1% | $2,759+196.2% | $4,876+67.6% |
| Participant deferral / active EE | $2,023 | $4,185-51.7% | $3,329-39.2% | $5,439-62.8% |
| Admin fee / account holder | $105 | $5,953-98.2% | $3,600-97.1% | $10,885-99.0% |